First Steps for IBM Lotus Quickr
Learn the basics of Lotus Quickr by reading the FAQs.
What are "places" in Lotus Quickr?
Simply put, a place in Lotus Quickr is where teams go to share content. Places usually include one or more content libraries, so that you can easily store and share files and documents. In addition, to help you organize projects and work as a team, you get more collaboration tools, such as blogs, wikis, and lists for project tasks and team contacts.
Are places easy to create?
Yes. You create places from templates. Use templates that are provided by the Lotus Quickr community, or create and customize your own to meet the needs of your business.
How do I access places?
Go back to home to see the different places in your Web browser. The names of the different views should give you a hint of where to start, for example, Public Places.
In addition, after you download Lotus Quickr connectors, you can also access place content directly from the applications that you use everyday, such as Windows Explorer and IBM Lotus Notes.
Note that you might not need to contact the place owner to get access to a place.
Why do I only see a few places on the home page?
Make sure that you are logged in. After you log in, additional views display which might contain more places for you.
Now that you have learned something about places, click Create a Place to read how to create a place of your own.
Quick Tip:
Display this getting started information in a separate browser window or tab so that you easily reference it. Just click Back to Home, then right-click the Learn More button. In the menu, select to open in a new window or tab.
Follow a few easy steps to create a place, then add people to it. Next, customize it to meet your needs.
Create a place of your own
Anyone can create a Lotus Quickr place in a few easy steps.
- 1. Click Create a Place on the home page, then select a template on which to base your place.
- 2. Provide a name, description, and other information, then click Create.
- 3. Go to your place after it is created.
Add people to your place
After your place is created, add team members so that they can contribute to your place.
- 1. Go to your place, then click Customize.
- 2. Click People, then add team members to specific roles.
Customize some more
The following tasks are customization options that you can perform.
- 1. Go to your place, then click Customize.
- 2. Click Pages to change the name of a page to make it specific for your team. Also, you can add pages to a place to help you organize and group content.
- 3. Click Components to add any other components that you might need. For example:
- Add Announcements to inform your team of the latest updates.
- Add a Contacts list to display who's who in the team.
- Add a Project Tasks list so that you can assign tasks to team members.
Now that you know how to create a place, click Download the Connectors to learn how you can connect Lotus Quickr with your everyday applications.
Quick Tip:
You can create a place that includes a single component, such as a library to share your team content or a wiki of frequently asked questions, or you can have a place that includes multiple components. A place with multiple components is useful for centralizing all ideas and other collaborative content related to your project.
Lotus Quickr is flexible.
Get the connectors installed, then look for Lotus Quickr in your familiar desktop applications.
Download and install Lotus Quickr connectors
After you install the connectors and make a connection to the server, access Lotus Quickr content from applications such as Microsoft Office, Windows Explorer, IBM Lotus Notes, and IBM Lotus Sametime.
- 1. Go back to home and download Lotus Quickr connectors. During the installation, you choose the desktop applications that you connect to Lotus Quickr.
- 2. Make a connection to Lotus Quickr. You will need to know the name of the server, for example, http://www.yourquickrserver.com to make the connection. Copy this base URL from the address field in your Web browser, or check with the person who set up Lotus Quickr.
Look for Lotus Quickr in your desktop applications
Launch an application, and look for signs of Lotus Quickr.
- In Microsoft Office applications, look for related menus. Access these menus to start working with your Lotus Quickr files directly in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
- In Windows Explorer, look for Lotus Quickr in the folder navigation.
- In Lotus Notes, attach a file to an e-mail. When you send the e-mail, select to save and send link. Selecting this option saves the attachment to Lotus Quickr where your team can access it. The recipient of the e-mail receives a link to the attachment.
- In Lotus Sametime, look for the Lotus Quickr plug-in that displays.
Now that you have installed the connectors and connected to the server, click Start Collaborating to read specific examples of how to use the features.
Quick Tip:
The save and send link option for Lotus Notes helps shrink your Inbox, and helps you maintain the correct version of a project document. After the attachment is saved, team members access it from the library, and people who join your project later can have immediate access to the latest version.
Think outside your Inbox.
Follow these tips to start doing more with others.
Store and share content
There are many ways to take advantage of content sharing. Consider the following examples:
- Upload and store your existing content into a library to make it available for your team. In a Web browser, go to a library, then click Create > Upload. You can also drag and drop files onto the drop zone.
- Use the save and send link option in Lotus Notes e-mail to store an attachment in Lotus Quickr.
- Share content by dragging a file from Lotus Quickr into a Lotus Sametime chat session.
- Check in and check out Lotus Quickr files to ensure the integrity of changes by you or your team.
- In Windows Explorer, work with Lotus Quickr content in a familiar user interface drag and drop files and entire folders from your local drive to Lotus Quickr.
Share your thoughts and ideas about a project
Start blogging:
- 1. Create or access a place that includes a blog.
- 2. Click New Post, then type the name of your post.
- 3. Type your thoughts and ideas in the editor, then save your changes.
- 4. Watch for future comments from other team members.
Collaborate with others to create a wiki
Collaborative authoring is multiple people writing and editing the same content. A wiki lets you do that.
- 1. Create or access a place that includes a wiki.
- 2. Click New page, then enter the name of the wiki page.
- 3. Type the text of your wiki in the editor, then save your changes.
- 4. Let other team members know that the wiki is available so they can contribute.
Now that you have a few ideas about how to get started, go back to home, and start collaborating with your team.
Quick Tip:
Store and share all your content in Lotus Quickr, including documents, images, rich-media files, podcasts, attachments from Lotus Notes, and files from Microsoft Office.
Your content is welcome in Lotus Quickr.